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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,455 | $165,399-79.2% | $149,745-77.0% | $158,982-78.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.98% | 348.34%-335.4pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,638 | $7,183+34.2% | $6,843+40.8% | $5,983+61.1% |
| Admin fee / account holder | $658 | $10,811-93.9% | $9,312-92.9% | $11,252-94.2% |